This article will walk you through the process of booking a client into an Appointment Session. If you are a client, please refer to: Appointment Booking Process for Clients

In this article, we will cover: 

• Booking an Appointment as an Admin or Service Provider
  • Booking Recurring Appointments
• Selling Memberships on the Appointments Calendar
• Signing Clients into Appointments

Once a Client has a membership added to their Client Profile either manually or through a purchase on the Online Sales Portal, they will be able to book into Appointments on their Wodify App.

For questions on this process, please see:

• Adding a Membership to a Client Profile
• How do I enable memberships for purchase on my Online Sales Portal?

Booking as an Admin or Service Provider

Note: If you do not see the option to book Appointments, this means that you are not currently listed as a Service Provider and have Coach Permissions: Permissions for Admins, Managers, Coaches, Staff, and Clients

To book an appointment for a client:

1. Go to Appointments > Calendar
2. Create Appointment on Calendar
   1. Click New Appointment in the top right corner or
   2. Select into the Calendar by clicking anywhere on the Calendar Page
      
3. Select the Service to Book
4. Select the Duration
   • Keep in mind that if you have multiple durations for Services, you will want to ensure you are booking the correct amount of time for the Client's current membership. 
     • If a Client has a membership for 1-Hour Personal Training, it will show an error when attempting to book them for a 30-minute Personal Training.
5. Select the Date and Time
6. Determine whether or not the appointment will be Recurring (see section below), select the recurring icon if so.
7. Select the Provider of the Service
   • If you are a Coach, you are unable to book Appointments for other Coaches, you are only able to book Appointments for yourself.
8. Select the Client's Name
   • There may be times when you get warnings on this client when adding their appointment, please select More Options to review these warnings.
     • This will outline the error associated, and you are able to rectify this directly in the Appointment Booking.
       • Free Trial Appointments
       • Selling Memberships on the Appointments Calendar
9. Select Book

Recurring Appointments

When booking an appointment through the Appointment Calendar (see above):

1. Select the recurring icon if the appointment is going to be recurring
2. You will then be prompted to select the details of the recurrence:
3. Select how often the appointment will repeat for (numerical value as well as Day, Week, or Month).
   • If recurring weekly, you will be prompted to select what day or days of the week that appointment will repeat on.
4. Select when the appointment will end (never, on a specific date, or after a certain number of occurrences).
5. Select DONE to confirm Recurrence settings. 
6. Finalize the remaining appointment settings as you typically would, by assigning a provider, selecting a client, and clicking BOOK.

Selling Memberships on the Appointments Calendar

1. Process through Booking of the Appointment
2. Select into the Sell Membership Option
3. Select the Plan Template for the Appointment
4. Select the Payment Method
5. Select Sell Membership
6. Select Book to confirm the Initial Appointment

Signing Clients Into Appointments

Clients are not able to sign into Appointments via the Wodify App - the Provider will need to sign them into their Appointment Session.

Please note you have 48 hours to sign the Client into the Appointment to prevent a No-Show on their account.

• Signing In via the Appointments Calendar in Wodify Core
• Signing In via the Wodify Kiosk

1. Open the Wodify Kiosk
2. Select into the Appointments Icon on the far right side
3. Select the Toggle to Sign in the Client
4. Select the Toggle to Sign In the Provider
   • Keep in mind that the Provider will need to enter their Client Profile Password to sign in for security reasons.

If you need any additional assistance with the Client Booking Process for Appointments, feel free to reach out to us at support@wodify.com or via Priority Live Chat in your admin account (Promote only).